Welcome to the Next Temperamental Era
Treasury yields remain elevated and are expected to stay high due to inflation pressures beyond energy, resilient growth, and Fed policy expectations.
7d -0.6% ✗30d +2.9% ✓90d in 24d
Most coveredU.S. Treasury yields 2 →U.S. stock market 2 →U.S. housing and real estate stocks 1 →
30d record, oldest first
The record
7 calls · newest first · every one links to its sourceWhat Happens After Peak Inflation? (With Keith McCullough)
Opportunities lie in under-owned, rate-sensitive sectors like housing and real estate.
7d -3.4% ✗30d -6.6% ✗90d in 10d
What Happens After Peak Inflation? (With Keith McCullough)
A rotation away from mega-cap dominance is underway, with risks tied to market concentration and speculative activity.
7d +2.3% ✗30d -3.5% ✓90d in 10d
What Happens After Peak Inflation? (With Keith McCullough)
Bond yields are declining globally, favoring rate-sensitive sectors.
7d +2.5% ✗30d +6.2% ✗90d in 10d
Bad Vibes Appear No Match for This Bull Market
The recent bull market rally may be more durable than it appears, driven primarily by strong corporate earnings, though caution is still warranted.
7d -2.5% ✗30d -0.6% ✗90d +1.1% ✓
Higher for Longer: Markets Navigate a New Era of Uncertainty (With Joe Brusuelas)
Investors should brace for higher-for-longer rates, with long-term yields remaining elevated on a rising term premium.
7d +0.1% ✓30d -2.7% ✗90d +4.0% ✓
Positive 2026 Outlook Amid Affordability Concerns
Schwab's 2026 Market Outlook is positive, highlighting opportunities for investors in the coming year despite affordability concerns.
7d -1.8% ✗30d +1.1% ✓90d -1.8% ✗